AlTi Global, Inc.
ALTI- Exchange
- Nasdaq
- Industry
- Investment Advice
- SEC CIK
- 0001838615
No open-market purchases or sales by AlTi Global, Inc. insiders were filed in the last 90 days; 76 institutions reported holding it in 13F filings for Q2 2026, worth $126.0M in total; no superinvestor holds it.
13F holders, Q3 2024
Institutional positions in AlTi Global, Inc. as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 53
- +7 vs. Q2 2024
- Shares held
- 28.3M
- +23.1M (+445.5%) vs. Q2 2024
- Total value
- $105.7M
- +$78.7M (+291.5%) vs. Q2 2024
- New holders
- 11
- 21 more added
- Sold out
- 4
- 10 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ALTI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 76 | $126.0M |
| Q1 2026 | 85 | $122.5M |
| Q4 2025 | 77 | $148.7M |
| Q3 2025 | 74 | $115.7M |
| Q2 2025 | 64 | $127.0M |
| Q1 2025 | 57 | $89.7M |
| Q4 2024 | 57 | $131.0M |
| Q3 2024 | 53 | $105.7M |
| Q2 2024 | 47 | $37.8M |
| Q1 2024 | 42 | $33.1M |
| Q4 2023 | 42 | $36.8M |
| Q3 2023 | 42 | $26.1M |
| Q2 2023 | 43 | $27.9M |
| Q1 2023 | 23 | $18.0M |
| Q4 2022 | 44 | $186.4M |
| Q3 2022 | 75 | $329.7M |
| Q2 2022 | 78 | $324.6M |
| Q1 2022 | 78 | $318.6M |
| Q4 2021 | 74 | $312.4M |
| Q3 2021 | 66 | $269.9M |
| Q2 2021 | 53 | $148.9M |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding AlTi Global, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 1 | $4 | 0.00% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 4 | $15 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 35 | $131 | 0.00% | +21+150.0% | Added |
| Capital Performance Advisors LLP | 60 | $224 | 0.00% | +60 | New |
| Russell Investments Group, Ltd. | 92 | $344 | 0.00% | +92 | New |
| Sterling Capital Management LLC | 107 | $400 | 0.00% | +107 | New |
| CWM, LLC | 249 | $1.00K | 0.00% | +205+465.9% | Added |
| FMR LLC | 533 | $1.99K | 0.00% | −304−36.3% | Reduced |
| Amalgamated Bank | 709 | $3.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,011 | $3.78K | 0.00% | +1,000+9,090.9% | Added |
| New York State Common Retirement Fund | 1,101 | $4.12K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,737 | $6.50K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 2,443 | $9.14K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,682 | $10.0K | 0.00% | −2,344−46.6% | Reduced |
| Legal & General Group Plc | 2,900 | $10.8K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,930 | $15.0K | 0.00% | −148−3.6% | Reduced |
| Granite FO LLC | 5,000 | $18.7K | 0.01% | +5,000 | New |
| Price T Rowe Associates Inc | 10,867 | $41.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 12,345 | $46.2K | 0.00% | +12,345 | New |
| Voya Investment Management LLC | 12,459 | $46.6K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 14,318 | $53.5K | 0.00% | −308−2.1% | Reduced |
| Squarepoint Ops LLC | 15,003 | $56.1K | 0.00% | +15,003 | New |
| Wells Fargo & Company | 15,481 | $57.9K | 0.00% | +665+4.5% | Added |
| Simon Quick Advisors, LLC | 16,059 | $60.1K | 0.00% | −25,000−60.9% | Reduced |
| UBS Group AG | 16,093 | $60.2K | 0.00% | +5,707+54.9% | Added |
| SG Americas Securities, LLC | 16,796 | $63.0K | 0.00% | +16,796 | New |
| Corebridge Financial, Inc. | 18,030 | $67.4K | 0.00% | −111−0.6% | Reduced |
| Deutsche Bank AG | 18,310 | $68.5K | 0.00% | +14,169+342.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 18,477 | $69.1K | 0.00% | +7,088+62.2% | Added |
| MetLife Investment Management | 21,002 | $78.5K | 0.00% | +11,834+129.1% | Added |
| Alliancebernstein L.P. | 21,860 | $81.8K | 0.00% | +1,080+5.2% | Added |
| CV Advisors LLC | 22,656 | $84.7K | 0.04% | +22,656 | New |
| MMCAP International Inc. SPC | 23,681 | $88.6K | 0.01% | −1,319−5.3% | Reduced |
| Citigroup Inc | 24,568 | $91.9K | 0.00% | +16,995+224.4% | Added |
| Oasis Management Co Ltd. | 25,000 | $93.5K | 0.03% | 00.0% | Unchanged |
| Bank of America Corp | 26,958 | $100.8K | 0.00% | +6,048+28.9% | Added |
| JPMorgan Chase & Co | 27,092 | $101.3K | 0.00% | +3,925+16.9% | Added |
| Jane Street Group, LLC | 33,112 | $123.8K | 0.00% | −38,092−53.5% | Reduced |
| Rhumbline Advisers | 34,617 | $129.5K | 0.00% | −2,826−7.5% | Reduced |
| Barclays PLC | 44,457 | $166.3K | 0.00% | +32,269+264.8% | Added |
| Nuveen Asset Management, LLC | 52,080 | $194.8K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 74,472 | $279.0K | 0.00% | +74,472 | New |
| Bank of New York Mellon Corp | 77,554 | $290.1K | 0.00% | −28,886−27.1% | Reduced |
| Morgan Stanley | 88,942 | $332.6K | 0.00% | +50,268+130.0% | Added |
| Goldman Sachs Group Inc | 94,066 | $351.8K | 0.00% | +31,178+49.6% | Added |
| Northern Trust Corp | 328,096 | $1.23M | 0.00% | +127,124+63.3% | Added |
| Charles Schwab Investment Management Inc | 432,617 | $1.62M | 0.00% | +159,357+58.3% | Added |
| State Street Corp | 540,213 | $2.02M | 0.00% | +28,689+5.6% | Added |
| AlTi Global, Inc. | 835,402 | $3.12M | 0.08% | +63,216+8.2% | Added |
| Geode Capital Management, LLC | 1,080,189 | $4.04M | 0.00% | +318,860+41.9% | Added |
| Vanguard Group Inc | 2,285,080 | $8.55M | 0.00% | +370,271+19.3% | Added |
| BlackRock, Inc. | 2,550,756 | $9.54M | 0.00% | +2,550,756 | New |
| Allianz SE | 19,318,581 | $72.3M | 1.95% | +19,318,581 | New |
| Millennium Management LLC | 0 | $0 | 0.00% | −29,432−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −24,500−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −13,320−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −12,200−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |